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Beacon Pointe Advisors’s Anfield Universal Fixed Income ETF AFIF Stock Holding History

Beacon Pointe Advisors’s Portfolio AFIF Stock Details AFIF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-49,805
Closed -$488K – 511
2020
Q3 		$488K Buy
+49,805
New +$490K 0.05% 234

Other funds holding AFIF

DWM
Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return
CWA
Capital Wealth Alliance Scottsdale, Arizona $221M AUM 43.02% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Beacon Pointe Advisors's AFIF Position: Q4 2020 in Review

Beacon Pointe Advisors sold out of Anfield Universal Fixed Income ETF (AFIF) in Q4 2020, closing a stake of 49,805 shares — an estimated $488K sold.

Beacon Pointe Advisors first reported a position in AFIF in Q3 2020 and held it in 1 quarter. The position peaked at $488K in Q3 2020. 11 funds tracked by Wall St. Rank hold AFIF as of Q4 2020.

  • Beacon Pointe Advisors reported no remaining Anfield Universal Fixed Income ETF position as of Q4 2020 after selling out during the quarter.
  • Beacon Pointe Advisors sold 49,805 Anfield Universal Fixed Income ETF shares in Q4 2020, an estimated $488K.
  • Beacon Pointe Advisors first reported a position in Anfield Universal Fixed Income ETF in Q3 2020 and held it in 1 quarter.
  • Beacon Pointe Advisors's Anfield Universal Fixed Income ETF position peaked at $488K in Q3 2020.
  • 11 funds tracked by Wall St. Rank held Anfield Universal Fixed Income ETF as of Q4 2020.

Based on Beacon Pointe Advisors's 13F filing for Q4 2020, filed 12 Feb 2021.